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Gregory James Oglesby

Investment adviser representative at William Madison Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$497.7MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. William Madison Advisors, Inc.Jul 2019 to now
  2. Abilene Christian UniversityJun 2014 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

William Madison Advisors, Inc.

$497.7MAssets managed
505Clients
3Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7207071
Firm CRD
294782
Advisor's SEC record (opens in a new tab)
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